Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.615 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49343.51 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45281.97 Kr¶
PnL: ---------------------------------------> 225.97 Kr¶
DD now: ---------------------------------> -7.11 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 09:26:49.744096'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.270000 | 1663.200000 | 194.200000 | 13.220000 | 1468.999998 |
| Orrön Energy | 180 | -0.160000 | 2198.700000 | 155.700000 | 7.620000 | 2043.000000 |
| Sedana Medical | 93 | -1.120000 | 2631.900000 | 110.900000 | 4.400000 | 2521.000011 |
| Atrium Ljungberg B | 5 | -0.550000 | 989.500000 | 54.500000 | 5.830000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -0.710000 | 1012.800000 | 51.800000 | 5.390000 | 960.999996 |
| Catena | 2 | -1.190000 | 828.800000 | 36.800000 | 4.650000 | 792.000000 |
| JM | 6 | -0.270000 | 900.000000 | 36.000000 | 4.170000 | 864.000000 |
| Sagax B | 4 | -1.250000 | 886.000000 | 32.000000 | 3.750000 | 854.000000 |
| Hoist Finance | 35 | -0.520000 | 1011.500000 | 31.500000 | 3.210000 | 980.000000 |
| Sagax A | 4 | -1.790000 | 880.000000 | 26.000000 | 3.040000 | 854.000000 |
| Hexatronic Group | 12 | -0.930000 | 992.400000 | 25.400000 | 2.630000 | 966.999996 |
| Bilia A | 8 | -0.170000 | 914.400000 | 14.400000 | 1.600000 | 900.000000 |
| HEXPOL B | 9 | 0.530000 | 1033.200000 | 12.200000 | 1.190000 | 1020.999996 |
| Gränges | 9 | -0.290000 | 939.600000 | 11.600000 | 1.250000 | 927.999999 |
| Biotage | 7 | -0.800000 | 949.900000 | 8.900000 | 0.950000 | 940.999997 |
| Byggmax Group | 33 | -1.220000 | 961.620000 | 5.620000 | 0.590000 | 956.000001 |
| Clas Ohlson B | 12 | -0.730000 | 976.800000 | 3.800000 | 0.390000 | 972.999996 |
| AcadeMedia | 8 | -0.300000 | 405.200000 | 3.200000 | 0.800000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.080000 | 780.300000 | 1.300000 | 0.170000 | 779.000001 |
| OX2 | 13 | -0.610000 | 949.000000 | -1.000000 | -0.110000 | 949.999999 |
| BioGaia B | 8 | -2.440000 | 927.200000 | -2.800000 | -0.300000 | 930.000000 |
| EQT | 4 | -1.670000 | 822.400000 | -9.600000 | -1.150000 | 832.000000 |
| VEF | 909 | -3.620000 | 1839.820000 | -10.180000 | -0.550000 | 1850.000436 |
| Alimak Group | 11 | -0.840000 | 910.800000 | -17.200000 | -1.850000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | -0.590000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| SKF B | 5 | 0.160000 | 919.750000 | -20.250000 | -2.150000 | 940.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Addnode Group B | 11 | -1.590000 | 887.700000 | -33.300000 | -3.620000 | 921.000003 |
| Indutrade | 5 | -0.500000 | 1184.000000 | -34.000000 | -2.790000 | 1218.000000 |
| Latour B | 4 | -0.440000 | 812.400000 | -44.600000 | -5.200000 | 857.000000 |
| Vitec Software Group B | 2 | -1.980000 | 1038.000000 | -49.000000 | -4.510000 | 1087.000000 |
| Hexagon B | 26 | -1.250000 | 3390.400000 | -70.600000 | -2.040000 | 3461.000010 |
| Bufab | 3 | -1.200000 | 1038.000000 | -71.000000 | -6.400000 | 1109.000001 |
| BHG Group | 97 | -2.110000 | 1352.180000 | -106.820000 | -7.320000 | 1458.999989 |
| INVISIO | 16 | -1.110000 | 3576.000000 | -113.000000 | -3.060000 | 3689.000000 |
| TOTAL | 45248.470000 | 192.470000 | -7.17002% | 45056.000411 |
Updated:¶
'2023-07-05 09:25:19.425466'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
